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Thursday 30 April 2026
MetaX GPU revenue jumps 75%, losses narrow on AI demand
China-based GPU developer MetaX reported a solid start to 2026, underscoring how domestic high-performance GPUs are beginning to translate technical progress into tangible commercial...
Thursday 30 April 2026
Microsoft sales beat estimates as Azure growth eases spending concerns

Microsoft reported stronger-than-expected fiscal third-quarter results, as Azure growth, Microsoft Cloud demand, and rising Copilot adoption...

Thursday 30 April 2026
China photonics chipmaker Lightelligence lists in HK, CPO commercialization in focus
As generative AI drives a sharp rise in computing demand, traditional electrical interconnect architectures are increasingly constrained by power consumption and density limits. On...
Wednesday 29 April 2026
China memory chip designer Montage lifts profit on DDR5, AI server demand
China-based memory interface chip supplier Montage Technology reported solid first-quarter 2026 results, supported by rising demand for AI servers and accelerating adoption of next-generation...
Wednesday 29 April 2026
Data center power and cooling overhaul will reshape global AI infrastructure
Rising AI server power density is forcing data centers to adopt centralized, higher-voltage power and upgraded cooling, with implications for operators, suppliers, and investors. Shifts...
Wednesday 29 April 2026
Taiwan's Ministry of National Defense plans to deploy robotic dogs for unmanned reconnaissance
Ghost Robotics, a leading US maker of robotic dogs, has confirmed collaboration with Taiwanese manufacturers to eliminate reliance on the red supply chain. Beyond adoption by the US...
Wednesday 29 April 2026
Samsung doubles down on 2nm as TSMC pushes toward 1nm
Samsung Electronics and TSMC have taken increasingly different approaches to advanced semiconductor manufacturing as the industry moves beyond the 3nm generation. Although being the...
Tuesday 28 April 2026
Commentary: What Amap reveals about AI navigation, data control
AI-powered navigation platforms such as China's Amap are forcing a rethink of how convenience, competition, and data governance intersect. The debate in Taiwan over Amap's near-real-time...
Monday 27 April 2026
DIGITIMES: Enterprise AI shifts toward inference as computing architectures undergo structural realignment

As enterprise adoption of generative AI accelerates, a new phase of infrastructure demand is beginning to take shape. According to...

Monday 27 April 2026
Apple's OLED transition tests backlight makers, with 2027 seen as turning point

Adoption of OLED by Apple is becoming inevitable, with Radiant Opto-Electronics Corp. (ROEC) chairman Justin Wang expecting the most visible...

Monday 27 April 2026
Broadcom, Marvell set to benefit as 1.6T optical modules near mass production
1.6T optical communication modules are set for broad adoption in AI data centers in 2026, with optical transceiver vendors and key IC design houses preparing for shipments. Broadcom's...
Friday 24 April 2026
Europe's humanoid robot push stalls on safety rules and liability gaps
Europe's largest applied research organization, the Fraunhofer Institute for Manufacturing Engineering and Automation IPA, is widely seen as a bridge between scientific research and...
Thursday 23 April 2026
SK Hynix to shift over half of NAND output to 321-layer chips
SK Hynix said it plans to expand production of its latest 321-layer NAND chips, as demand for AI applications leads to increased adoption of high-capacity enterprise storage.
Thursday 23 April 2026
Rockwell Automation flags key AI challenges, unveils three-step strategy for Taiwan's shift to autonomous manufacturing
Artificial intelligence (AI) is rapidly moving beyond pilot projects to large-scale deployment in manufacturing, but many Taiwanese firms remain constrained by data, infrastructure,...
Thursday 23 April 2026
TSMC to open Arizona packaging facility by 2029, signals caution on high-NA EUV
TSMC is accelerating its advanced packaging expansion in the US while maintaining a conservative stance on next-generation lithography, as the company balances cost pressures, AI-driven...